Michaela Mae Mcdonald
Investment adviser representative at Citrin Cooperman Wealth Management, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Citrin Cooperman Wealth Management, LLCJan 2022 to now
- Albert Securities, LLC.Jan 2021 to Dec 2021
- Albert CorporationJan 2020 to Dec 2021
- Albert Investments, LLCJan 2020 to Dec 2021
- BairdAug 2016 to Jan 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Citrin Cooperman Wealth Management, LLC
$1.7BAssets managed
63Clients
10Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6363321
- Firm CRD
- 317528